Top review highlights

AI generated excerpts from the customers reviews
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Pros
1
Exceptional legal expertise and ability to handle complex cases
“He assimilated complex technical information I provided, and used it to formulate legal arguments that demolished the plaintiff's claims.”
2
Calm, professional, and courteous demeanor in the courtroom
“He never raised his voice. His courtesy and gracious demeanor made opposing counsel's grandiose orations seem comical.”
3
Effective communication and client-focused approach
“He was patient and clear in explaining to us what would happen and when. He thoughtfully explained legal terminology to be sure we understood.”
4
Collaborative and cost-effective legal services
“I was also very happy with David's cost-effective and collaborative work; this helped me exit the process with my wallet and my confidence in good order.”
5
Ability to navigate complex personal and financial situations
“David also understood the workings of a small closely held business. That helped a ton. He got the fact that if you drain the business of cash there will be no money to go around.”
Cons
As a result of the analysis of reviews about this lawyer, no significant cons were found.

All reviews

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05 Jul, 2024 by G
They handled a complex estate planning situation incredibly well. Without their expertise it would've been impossible to resolve. They were professional and caring, highly recommend
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11 Jan, 2024 by Anne saunders
My experience with Margolis Bloom & D’Agostino was excellent from start to finish. I felt very comfortable. Due to unforeseen circumstances I had to postpone several appointments. They were most patient and helpful. I would definitely recommend this firm( Patricia D’Agostino and team)
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26 Oct, 2023 by Ed gray
Several years ago I worked with Tricia D'Agostino on my mother's trust and estate matters and found her to be deeply knowledgeable, extremely well versed on changing regulations, and a caring, thoughtful person to work with. More recently I worked with Laura Goodman on trust and estate matters for my brother and I was equally happy working with her. My brother's situation presented a lot of unusual twists and turns. He was the kind of person who had a hard time doing paperwork or keeping his affairs in order. But no matter what new surprise I sprung on her, Laura was never fazed and always came up with good solutions to whatever problem came our way. Like Tricia, Laura is a caring, empathic person, and that makes such a difference when one is dealing with illness and disability, or grieving the loss of a loved one. I'm delighted to give them both my highest recommendation.
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13 Oct, 2023 by June n. lynn
I had a phone meeting with Attorney Hartline at Margolis Bloom & D'Agostino. She was very knowledgeable about trusts and wills, specifically the probate process in Cape Cod. I am very grateful for the information and expertise. Thank you!
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11 Oct, 2023 by Andrea koenig
very warm, engaging, helpful and available staff!
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Best lawyers in Wellesley, MA

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26 Jan, 2021 by Michael
I have had the pleasure of having cases on opposite sides of Paula. While she is a formidable opponent, she is always collegial, courteous, and pleasant. A joy to have a case against her!
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30 Dec, 2020 by Jay
I contacted Paula based purely on the empathetic prose on her website - it was clear (and became even clearer later) that she understood the emotional dimensions of divorce as well as the hard legal and financial aspects. She is a lovely person as a human being, and as a lawyer is a no-nonsense, hard-hitting professional with the skills to bring together Massachusetts marital law with the psychological aspects of divorce. Due to the previous circumstances of my marriage, I was facing a twelve-year alimony liability that would have been financially disastrous for me, and would have prevented me from making a new start. Paula weaved together an astonishingly favorable settlement agreement that saved me tens of thousands of dollars, through courteous and efficient negotiations with the other side, even factoring in overseas jurisdictions, due to some of my assets being in Europe. She drafted depositions and related court documents that helped my case enormously, and represented my interests in the courtroom with aplomb; the courts were at the time Zoom-only due to COVID. Paula is always focused on outcomes, and can move between the big picture and the minutiae effortlessly and quickly. She will tell you the truth even if it’s bad news; I learned very quickly to trust her advice, because every time I did it resulted in another step towards a favorable outcome. Paula’s fees paid for themselves many times over, because of the remarkable settlement terms she brokered. I offer you my highest possible recommendation.
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02 Dec, 2020 by John
I found myself in need of a divorce lawyer. A friend recommended me their attorney. My divorce was not going to be typical. I had two boys that were 6 and 3 and their mom was not in a grounded place. I needed to have custody. I had to hold things together. It was not promising. Dads did not fair well in 1999 regarding custody. After a number of meetings it was clear that there was going to be trial. My attorney had a vacation planned and she had to bring in a partner. Enter Paula Berg. In under an hour Paula told me a few basic things that I could rely on when testifying at trial. She was honest, and that does not always mean what I want to hear. She told me that I had the right lawyer and that I had to do exactly what I was told, because we were a team. She explained that dads do not typically get custody, and she followed that up with "so what, I do not have a problem going against the odds". She is a kind, warm person, but that is not how I would describe her professionally. Paula is very no nonsense, direct, and she knows the law. She knows what judges need to do their job. That is worth reading twice. I have referred Paula to a few friends, which also resulted in success. Again, pick the right lawyer and do exactly what she says. She is the right lawyer.
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star star star star star
13 Jul, 2017 by Greg g.
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16 Jun, 2017 by Vyacheslav kraplin
Incredibly attentive and knowledgeable about estate planning, wills, and tax law.
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star star star star star
31 Aug, 2024 by B rosen
Highly professional and with great communication by email and in person. Howard efficiently created a simple revocable trust, and it was a pleasure to work with him!
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star star star star star
30 Aug, 2024 by Jared silverstein
We really enjoyed working with Howard. He was incredibly knowledgeable and also has great interpersonal skills. Would recommend him to anyone seeking help with wills and estate planning.
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star star star star star
01 Aug, 2024 by Lee frankel
Atty Gold was a pleasure to work with. He explained everything thoroughly, answered all of my questions, and got the work done quickly. I highly recommend his estate planning services.
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FAQs
Questions? We have answers

What Questions Should I Ask Before Hiring a Lawyer?

Hiring the right lawyer is crucial for the success of your case. Here are some important questions to ask during your initial consultation:

  1. What experience do you have with cases similar to mine?
    Ensure the lawyer has relevant experience in the specific area of law pertaining to your case.
  2. How do you charge for your services, and what are the estimated costs?
    Understand the fee structure, including hourly rates, flat fees, retainer fees, and any additional expenses.
  3. Who will be handling my case?
    Find out if the lawyer will handle your case personally or delegate tasks to other attorneys or paralegals.
  4. What is your approach to resolving cases like mine?
    Learn about their strategy, whether they prefer negotiation, mediation, or litigation.
  5. What potential outcomes can I expect?
    While no lawyer can guarantee results, they can provide an assessment of possible scenarios based on their experience.
  6. How will you communicate with me throughout the process?
    Establish expectations for updates, preferred communication methods, and response times.
  7. What is the expected timeline for my case?
    Get an estimate of how long the process may take from start to finish.
  8. Do you have references from past clients?
    Testimonials or references can provide insight into the lawyer's professionalism and effectiveness.
  9. What challenges do you foresee in my case?
    Understanding potential obstacles helps you prepare and sets realistic expectations.
  10. Are there alternative ways to resolve my legal issue?
    Discuss options like mediation, arbitration, or settlement to resolve the issue efficiently.

Can a Lawyer Represent Me in Courts Outside of Wellesley, Massachusetts?

Whether a lawyer can represent you in courts outside of your city or state depends on their licensure and the jurisdiction of the court:

  • Within the Same State:
    Lawyers licensed in a particular state can typically practice anywhere within that state, including all cities and counties. They can represent you in both state and federal courts located in that state.
  • Outside of Their Licensed State:
    If your case is in a different state, the lawyer must be licensed in that state to represent you. However, there are exceptions:
    • Pro Hac Vice Admission: An out-of-state lawyer can request special permission to represent a client in a specific case in another state. This requires filing a motion with the court and often working in conjunction with a local attorney.
    • Federal Courts: If your case is in federal court, a lawyer licensed in any state may be able to represent you, provided they are admitted to practice in that particular federal court.
  • International Representation:
    For cases outside the United States, different rules apply, and the lawyer may need to comply with the foreign country's legal requirements or collaborate with local counsel.

It's important to discuss your specific situation with the lawyer to determine if they can represent you in the desired jurisdiction and what steps may be necessary to do so.

How to Check the Credibility of a Lawyer

Before hiring a lawyer, it's crucial to verify their credibility and ensure they're qualified to handle your case:

  • Verify Their License:
    Check with your state's bar association to confirm the lawyer is licensed and in good standing. Most state bar websites have an online directory for this purpose.
  • Experience and Specialization:
    Ensure the lawyer specializes in the area of law relevant to your case. Review their website, professional profiles, and case history.
  • Disciplinary Record:
    Look up any history of disciplinary actions or complaints through the state bar association's records.
  • Client Reviews and Testimonials:
    Read reviews on legal directories like Avvo, Martindale-Hubbell, Google, or Yelp to gauge client satisfaction and experiences.
  • Professional Memberships:
    Membership in professional organizations or specialty bar associations can indicate a commitment to their field and adherence to high ethical standards.
  • Awards and Recognitions:
    Honors from reputable organizations reflect expertise and a positive reputation in the legal community.
  • Consultation Assessment:
    Use the initial consultation to evaluate their communication skills, responsiveness, and willingness to address your concerns.
  • Ask for References:
    A credible lawyer should be willing to provide references from past clients who can speak to their abilities and professionalism.

What Should I Prepare for My First Consultation?

To make the most of your initial meeting with a lawyer, come prepared with:

  • Relevant Documents:
    Bring all documents related to your case, such as:
    • Contracts or agreements
    • Correspondence (emails, letters, texts)
    • Legal notices or court papers
    • Financial records (if applicable)
    • Evidence (photos, videos, receipts)
  • Written Summary:
    Prepare a concise written summary of your situation, including key dates, events, and parties involved. This helps the lawyer quickly understand the context.
  • List of Questions:
    Write down any questions you have about your case, the legal process, fees, or the lawyer's experience.
  • Financial Information:
    If your case involves financial matters, bring relevant documents like pay stubs, tax returns, bank statements, or invoices.
  • Contact Information:
    Provide details of any witnesses or other parties relevant to your case, including their names and contact information.
  • Personal Identification:
    Bring a valid photo ID for verification purposes.
  • Pen and Notebook:
    Take notes during the consultation to remember important points discussed.
  • Budget Constraints:
    Be ready to discuss your budget and any financial limitations so the lawyer can provide appropriate guidance on fees and payment options.
  • Openness and Honesty:
    Be prepared to discuss your case candidly. Full disclosure allows the lawyer to give accurate advice and anticipate potential challenges.
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